Testamentary competency

Abstract

This paper examines the development of the doctrine that restricts testation to competent persons, and the use of expert testimony in implementing that doctrine. Since 1870 the leading articulation of this doctrine has been Lord Cockburn's Rule, which among other things requires that the testator knew the “natural objects of his bounty” at the time the will was made. The facultative theory of mind underlying Lord Cockburn's Rule is consistent with the contemporary, “functional” approach to competency to make medical decisions taken by the President's Commission for the Study of Ethical Problems in Medicine and Biomedical and Behavioral Research. Where expert testimony, based on training in the behavioral sciences, takes a functional approach to discovering the nature of the testator's values regarding other persons, it can assist the trier of fact significantly more than the lay opinion testimony which many courts have preferred in questions of testamentary competency. The concern of commentators that courts make false attributions of testamentary competency out of a perceived need to protect the family would be lessened, and the freedom of testation promoted, if courts directed their attention, through the kind of expert testimony proposed, to the testator's “psychological” family, instead of the persons identified as family members in intestacy statutes.